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SVA Financial Group’s Lagore Featured in Milwaukee Business Journal Article

By SVA Financial Group | 7/16/2020

SVA Financial Group’s Kelly Lagore is featured in a guest column for the Milwaukee Business Journal’s Wealth Management Corner with her article titled “Benefits of Financial Planning”.

A financial plan is much like using a map. Putting a plan together can help pinpoint where one currently is financially. Incorporating goals into a financial plan allows for focus on a destination (i.e. buying a new home, paying for a child’s education, or looking toward saving for retirement). A financial plan can also determine if the current savings rate is sufficient to arrive at the destination and help identify areas that may need improvement. Most importantly, updating the financial plan on an annual basis can help one redirect and stay focused on their goals.  

Kelly is a Financial Consultant with SVA Wealth Management. Through consistent financial planning, she works to help clients achieve their financial goals, whether it be saving for college, planning for retirement, or wealth preservation for the next generation.  She enjoys the personal relationships she develops with clients and works to build a strong level of trust with them.

About SVA Financial Group

At SVA Financial Group, we believe quality service is the key to maintaining long-term relationships. Our clients enjoy personal access to the investment and trust advisory professionals who oversee their portfolios. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets and wealth planning.

We work closely with our clients to assist them in defining their investment goals and objectives, taking into account not only their goals and obligations, but also their desires to address the needs of future generations.